R Squared’s Otis Worldwide OTIS Stock Holding History

R Squared’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,623	Closed	-$202K	–	655
2026 Q1	$202K	Sell	2,623 -14,841	-85%	-$1.3M	0.11%	314
2025 Q4	$1.53M	Buy	17,464 +5,749	+49%	+$514K	0.71%	21
2025 Q3	$1.07M	Buy	11,715 +537	+5%	+$48.7K	0.46%	43
2025 Q2	$1.11M	Buy	11,178 +6,338	+131%	+$612K	0.61%	37
2025 Q1	$499K	Buy	4,840 +4,310	+813%	+$421K	0.53%	50
2024 Q4	$49.1K	Buy	+530	New	+$53.1K	0.05%	501

Other funds holding OTIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

R Squared's OTIS Position: Q2 2026 in Review

R Squared sold out of Otis Worldwide (OTIS) in Q2 2026, closing a stake of 2,623 shares — an estimated $202K sold.

R Squared first reported a position in OTIS in Q4 2024 and held it in 6 quarters. The position peaked at $1.53M in Q4 2025. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

R Squared reported no remaining Otis Worldwide position as of Q2 2026 after selling out during the quarter.
R Squared sold 2,623 Otis Worldwide shares in Q2 2026, an estimated $202K.
R Squared first reported a position in Otis Worldwide in Q4 2024 and held it in 6 quarters.
R Squared's Otis Worldwide position peaked at $1.53M in Q4 2025.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.